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Defined Contribution Pension Plan: Fidelity Investments Individual Counseling Session

The University offers individual counseling sessions with investment professionals Fidelity Investments throughout the year.  This is an opportunity for you to discuss your retirement needs and review your portfolio.

Individual counseling sessions will take place between 8:30 a.m. and 5:00 p.m.  Each session is on a scheduled reservation basis only.

To make your reservation with Fidelity Investments please call Fidelity’s Central Reservations Systems at 1-800-642-7131.

Fidelity will send a reminder card to your home one (1) week prior to your scheduled appointment.

 
Main Campus
Howard Gittis Student Center
Room 207
Thursday, December 15, 2015
Tuesday, January 5, 2016
Friday, January 15, 2016
Tuesday, February 9, 2016
Friday, February 26, 2016
Wednesday, March 16, 2016
 
 

Ambler Campus

Widener Hall - Room 220

Tuesday, March 1, 2016
 

TASB

2450 W. Hunting Park Ave.

1st Floor Conference Room

Wednesday, December 16, 2015
Tuesday, February 2, 2016
Friday, March 25, 2016
 
           School of Podiatric Medicine            Dean’s Conference Room
Date(s) will be announced when avaliable.
 

Health Science Campus

Student Faculty Center, Rm. 115

Thursday, December 10, 2015
Thursday, January 7, 2016
Friday, January 22, 2016
Wednesday, February 10, 2016
Tuesday, March 8, 2016
 

If you have any questions or require additional information please, contact the Human Resources Benefits office at 215-926-2270 or 7-2270.

updated: 12/9/2015
 
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